Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - June includono EDGU - 3EDGE Dynamic US Equity ETF, 3EDGE Asset Management, LP, Stuart Chaussee & Associates, Inc., Gwn Securities Inc., Corrado Advisors, Llc, Fidelis Capital Partners, LLC, Barnes Dennig Private Wealth Management LLC, e SOUTH STATE Corp .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 33.748 | 4,27 | 1.477 | 12,67 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 23.727 | 16,10 | 1.038 | 25,51 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 20.580 | 0,88 | 901 | 8,96 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 14.768 | 108,73 | 646 | 125,87 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19.518 | 6,27 | 854 | 14,94 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 11.458 | 0,71 | 501 | 8,91 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 13.410 | 3,32 | 587 | 11,62 | ||||
2025-08-12 | 13F | LPL Financial LLC | 15.593 | 16,22 | 682 | 25,60 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 128.185 | 7,56 | 6 | 25,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 33.564 | 1.469 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 8.790 | 6,55 | 385 | 16,01 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10.240 | 455 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 235 | 10 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 667 | 113,78 | 29 | 141,67 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 7.750 | 339 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2.955 | 216,04 | 129 | -88,19 | ||||
2025-08-28 | NP | EDGU - 3EDGE Dynamic US Equity ETF | 222.264 | 9.726 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 11.485 | 18,15 | 503 | 27,74 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.249 | 318 | ||||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 425.192 | 2,75 | 17.063 | -2,52 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 16.218 | 710 | ||||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 31.485 | 32,65 | 1.378 | 43,29 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12.372 | 0,95 | 541 | 9,51 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 7.276 | 26,10 | 318 | 36,48 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 16.952 | 6,55 | 742 | 15,06 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 33.347 | 42,02 | 1.459 | 53,58 | ||||
2025-07-15 | 13F | BCS Wealth Management | 24.040 | 2,26 | 1 | |||||
2025-08-12 | 13F | Change Path, LLC | 8.318 | 4,96 | 364 | 13,44 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16.680 | 142,94 | 1 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.039 | 266 | ||||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 6.155 | 18,02 | 269 | 27,49 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1.684 | 74 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 24.782 | 17,90 | 1.084 | 24,31 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 14.332 | 19,53 | 627 | 29,28 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 254.782 | 0,47 | 11.149 | 8,56 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 25.355 | 1.110 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 32.258 | 0,32 | 1.412 | 8,37 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.818 | 211 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 106.693 | 3,86 | 4.669 | 12,21 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 63.251 | 49,73 | 2.768 | 61,81 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 17.232 | 47,99 | 1 | |||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 222.264 | 9.694 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 15.292 | 3,44 | 669 | 11,87 | ||||
2025-08-04 | 13F | Spire Wealth Management | 18.481 | 22,77 | 735 | 20,69 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 15.576 | 682 | ||||||
2025-07-14 | 13F | CRA Financial Services, LLC | 6.965 | 15,60 | 305 | 24,59 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86.934 | 42,45 | 3.804 | 53,95 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 25.869 | 11,47 | 1.132 | 20,55 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 19.015 | 66,73 | 832 | 80,48 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 20.231 | 885 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16.870 | 7,93 | 738 | 16,59 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 5.060 | 225 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3.940 | 20,45 | 172 | 30,30 |